Regional Vice President of Sales The Retirement Plan Company
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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AimPoint Pension
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Bates & Company, Inc.
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Loan & Distribution Specialist AimPoint Pension
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Compass
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Consumers Baffled by Annuities
LIMRA Apr. 28, 2020 "[O]nly 1 in 4 consumers can correctly answer at least 7 out of 10 annuity-related questions. In addition, more than 40% answered 'not sure' to each of the 10 questions.... [O]nly 1 in 4 consumers understood that annuities could be purchased with money saved in workplace retirement plans, such as 401(k) and 403(b) plans." |
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